Managing Special Assets During Probate
Personal representatives have a big job when it comes handling estate assets during probate. At all times, the personal representatives are expected to act in the best interests of the …
Estate Planning Checklist for Multigenerational Wealth Transfers
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To help your …
Myths About Standalone Retirement Accounts
I recently heard 2 myths related to standalone retirement trusts that we would like to clarify. But first, what is a standalone retirement trust (or SRT)? It is a special …
Take Care of Yourself with the Right Estate Planning Prescription
To all healthcare workers: Thank you for all of your hard work – day in and day out (and often evenings, nights, and weekends). You tirelessly give of yourself to …
What Does Dying Intestate Mean?
Most people understand that having some sort of an estate plan is a good thing. However, many of us do not take the first steps to get that estate plan …
Your Nosy Neighbor Can Find Out About Your Probate
Many people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because wills are filed at the courthouse, …
3 Simple Ways to Avoid Probate Costs
The bad news: When a deceased person’s estate (all of their money and property) has to go through probate, it can be subject to a variety of costs stemming from …
Trusts, Pour-Over Will and Probate in Arizona
How is a pour-over will different from a standard will in Arizona? I am here to demystify the essential role of pour-over wills in safeguarding your legacy. Learn how this …
What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death?
It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt …
Estate Planning for the Self-Employed
Estate Planning for the Self-Employed Myth 1: I already pay Social Security. I do not need to do any other planning. According to the Social Security Administration, “Social Security will …